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Portfolio (Quarterly) Guide ↗

Elevated Capital Advisors, LLC

· CIK 0001802387
13F Portfolio $364M AUM 849 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 82 Added 281 Reduced 25 Exited
Page 40 of 43  ·  849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 4.0 $674.0 $168.50 -8.5%
782 ADP AUTOMATIC DATA PROCESSING IN Industrials 3.0 $672.0 $224.00 +20.2%
783 TDY TELEDYNE TECHNOLOGIES INC Technology 1.0 $667.0 $667.00 -0.3%
784 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 17.0 $649.0 $38.18 -0.2%
785 CL COLGATE PALMOLIVE CO Consumer Defensive 7.0 $642.0 $91.71 -0.3%
786 PSA PUBLIC STORAGE Real Estate 2.0 $637.0 $318.50 +1.4%
787 AA ALCOA CORP Basic Materials 11.0 $574.0 $52.18 -4.1%
788 NXPI NXP SEMICONDUCTORS N V Technology 2.0 $562.0 $281.00 -18.7%
789 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 10.0 $549.0 $54.90 -17.5%
790 CURB CURBLINE PPTYS CORP Real Estate 18.0 $547.0 $30.39 -1.3%
791 OGN ORGANON & CO Healthcare 40.0 $543.0 $13.57 +0.8%
792 VSHY VIRTUS ETF TR II 25.0 $543.0 $21.72 +0.0%
793 ANNALY CAPITAL MANAGEMENT IN 24.0 $537.0 +1.0 +4.3% $22.38
794 IDXX IDEXX LABS INC Healthcare 1.0 $526.0 $526.00 +5.2%
795 LIN LINDE PLC Basic Materials 1.0 $519.0 $519.00 -7.8%
796 FMB FIRST TR EXCH TRADED FD III 10.0 $514.0 $51.40 -2.0%
797 AQMS AQUA METALS INC Industrials 171.0 $494.0 $2.89 -8.3%
798 HMC HONDA MOTOR CO LTD Consumer Cyclical 18.0 $488.0 $27.11 +17.8%
799 NDAQ NASDAQ INC Financial Services 6.0 $473.0 $78.83 +22.7%
800 XYL XYLEM INC Industrials 4.0 $473.0 $118.25 -3.6%
Page 40 of 43  ·  849 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.0%
Financial Services 28.3%
Consumer Cyclical 9.5%
Healthcare 6.3%
Communication Services 6.2%
Utilities 5.1%
Consumer Defensive 4.8%
Industrials 4.5%
Energy 1.9%
Basic Materials 1.1%